Add field from another table to a screen

Kinetic ERP
1

This is probably super simple and I’m almost embarrassed to ask but I cant figure it out. On the sales order entry screen in Kinetic, I want to add a UD field we have on the customer table. I’m struggling to get the data to load.

I’ve added a data view called customer. The data view recognises the customer table exists and shows me the fields. I’ve added a text box and set the data EpiBinding to Customer.CreditController_c (autocomplete recognises it)

I preview an order with a customer I know has data yet the field is always blank

Where am I going wrong? Do I need to do something in events to load the data?

2

You need an event to load the data to the customer view. If you just need one field use a baq. If you use guided set up it will create both the view and the event for you. Then add events on get by id and change customer that trigger the data view loading event.

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